Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IDQYX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS K) | NA | 13.08% | 9.84% | 11.90% | 8.01% | 11.37% | 5.82% | 7.59% |
Data as of 03/09/2018, AR inception is 03/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDQYX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS K) | 03/28/1995 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.08 | 13.08 | 9.84 | 11.90 | 8.01 | 11.37 | 5.82 | 7.59 | 1.24 | 16.64 | 14.80 | -2.23 | 11.74 | 30.83 | 14.97 | -5.09 | 16.29 | 27.31 | -40.34 | 8.11 | 19.83 | 13.50 | 17.45 | 39.91 | -19.62 | -4.49 | -3.15 | -1.50 | -0.53 | 16.86 | 8.70 | 19.81 |
| Sharpe Ratio | NA | 1.17 | 0.71 | 0.91 | 0.36 | NA | NA | 0.31 | 0.31 | 2.10 | 1.01 | -0.14 | 0.99 | 2.68 | 1.22 | -0.21 | 0.84 | 0.92 | -0.98 | 0.31 | 1.43 | 1.01 | 1.38 | 2.30 | -0.85 | -0.36 | -0.39 | -0.28 | -0.20 | 1.55 | 0.51 | 4.02 |
| Standard Deviation(%) | NA | 10.49 | 13.46 | 12.88 | 21.34 | NA | NA | 18.42 | 18.81 | 7.66 | 14.44 | 15.83 | 11.84 | 11.49 | 12.34 | 24.80 | 19.29 | 29.68 | 42.00 | 16.39 | 11.62 | 11.22 | 11.98 | 17.04 | 24.45 | 19.39 | 18.82 | 16.88 | 19.21 | 8.55 | 10.11 | 5.72 |
| Draw Down(%) | NA | 10.28 | 17.07 | 17.07 | 55.42 | NA | NA | 58.87 | 10.28 | 3.69 | 12.17 | 12.80 | 8.70 | 5.78 | 10.01 | 23.63 | 16.59 | 29.69 | 51.79 | 10.83 | 11.08 | 8.20 | 8.27 | 16.48 | 36.43 | 21.20 | 15.00 | 15.82 | 18.51 | 7.32 | 7.14 | 1.77 |
| Yield(%) | 0.00 | 7.13 | 7.32 | 7.73 | 5.32 | 10.15 | 4.69 | 6.80 | 0.00 | 7.38 | 3.57 | 11.88 | 9.43 | 1.68 | 2.36 | 1.52 | 1.36 | 2.19 | 4.41 | 11.07 | 11.18 | 6.72 | 0.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.13 | 0.73 | 3.73 |
Data as of 03/09/2018, AR inception is 03/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDQYX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS K) |
-16.66%
Feb 2006 - Feb 2009 |
-9.28%
Mar 1998 - Mar 2003 |
-1.59%
Feb 1999 - Feb 2009 |
2.98%
Sep 1996 - Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDQYX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS K) |
29.35%
Mar 2003 - Mar 2006 |
22.40%
Sep 2002 - Sep 2007 |
10.75%
Mar 2003 - Mar 2013 |
11.08%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart